Wealthspire Advisors LLC Has $103.05 Million Stake in Vanguard Value ETF $VTV

Wealthspire Advisors LLC lowered its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 10.0% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 583,066 shares of the company’s stock after selling 64,556 shares during the period. Vanguard Value ETF makes up about 0.6% of Wealthspire Advisors LLC’s portfolio, making the stock its 25th largest holding. Wealthspire Advisors LLC owned approximately 0.07% of Vanguard Value ETF worth $103,054,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in VTV. Activest Wealth Management boosted its stake in shares of Vanguard Value ETF by 2,700.0% in the second quarter. Activest Wealth Management now owns 140 shares of the company’s stock valued at $25,000 after buying an additional 135 shares during the period. Kiker Wealth Management LLC bought a new position in Vanguard Value ETF during the 2nd quarter worth $28,000. Legend Financial Advisors Inc. acquired a new position in Vanguard Value ETF in the 2nd quarter valued at $31,000. Colonial Trust Advisors acquired a new position in Vanguard Value ETF in the 1st quarter valued at $32,000. Finally, Joseph Group Capital Management bought a new stake in shares of Vanguard Value ETF during the 2nd quarter valued at $32,000.

Vanguard Value ETF Stock Performance

VTV opened at $185.06 on Tuesday. Vanguard Value ETF has a 52-week low of $150.43 and a 52-week high of $189.97. The firm has a market cap of $148.04 billion, a P/E ratio of 18.14 and a beta of 0.82. The business’s fifty day moving average is $186.08 and its 200-day moving average is $179.66.

Vanguard Value ETF Profile

Vanguard Value ETF (the Fund) is an exchange-traded share class of Vanguard Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Prime Market Value Index (the Index). The Index is a diversified index of value stocks of predominantly large United States companies.